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| Morningstar Return Rating: | Below average | | Year to Date Return: | 4.91% | | 5-Year Average Return: | 2.69% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.29% | |
Worst 1-Yr Total Return (2005): | -0.25% | |
Best 3-Yr Total Return (2006-8): | 3.05% | |
Worst 3-Yr Total Return (2004-6): | 0.91% |
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| 1-Year: | 2.62% | | 3-Year: | 3.11% | | 5-Year: | 2.31% | | 10-Year: | 3.89% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SQBZX | Category | Diff | Index* | Diff | | Year To Date | 4.91 | 13.54 | -8.63 | 6.24 | -1.33 | | 1-Month | 0.56 | 0.89 | -0.33 | 0.49 | 0.07 | | 3-Month | 2.21 | 4.14 | -1.93 | 2.60 | -0.39 | | 1-Year | 11.01 | 17.86 | -6.85 | 13.79 | -2.78 | | 3-Year | 4.17 | 4.54 | -0.37 | 6.35 | -2.18 | | 5-Year | 2.69 | 3.85 | -1.16 | 5.05 | -2.36 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 6.38 | 13.81 | -7.43 | 7.06 | -0.68 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.56 | 6.49 | -1.93 | 7.94 | -3.38 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SQBZX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 2.29 | -4.70 | 6.99 | | 2007 | | | 5.29 | 4.70 | 0.59 | | 2006 | | | 1.60 | 4.15 | -2.55 | | 2005 | | | -0.25 | 1.80 | -2.05 | | 2004 | | | 1.40 | 3.91 | -2.51 | | 2003 | | | 1.90 | 5.10 | -3.20 | | 2002 | | | 7.32 | 8.04 | -0.72 | | 2001 | | | 6.69 | 7.64 | -0.95 | | 2000 | | | 8.93 | 9.44 | -0.51 | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SQBZX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.28 | 2.37 | 3.23 | N/A | | 2008 | 2.10 | -1.40 | -1.50 | 3.16 | | 2007 | 1.08 | -0.72 | 2.32 | 2.53 | | 2006 | -0.79 | -0.29 | 2.46 | 0.24 | | 2005 | -1.10 | 1.68 | -0.66 | -0.15 | | 2004 | 1.22 | -2.03 | 2.02 | 0.23 | | 2003 | 1.01 | 1.36 | -0.22 | -0.25 | | 2002 | -0.72 | 3.46 | 4.28 | 0.19 | | 2001 | 2.50 | 0.25 | 4.09 | -0.25 | | 2000 | 1.44 | 1.36 | 2.41 | 3.46 | | 1999 | N/A | N/A | N/A | -0.22 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1077 | 1122 | 95.99 | | 1-Month | 733 | 1164 | 62.97 | | 3-Month | 1084 | 1154 | 93.93 | | 6-Month | 985 | 1133 | 86.94 | | 1-Year | 831 | 1113 | 74.66 | | 3-Year | 530 | 957 | 55.38 | | 5-Year | 562 | 845 | 66.51 |
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1.00% Nasdaq 
0.02 (0.19%) 
Performance
